Estate Planning

Proper estate planning ensures your wishes are fulfilled.

You can take comfort in knowing Paducah Bank has the expertise to manage your estate.

Guiding your plans

Peace of mind

Know your wishes will be carried out according to your estate plan.

Trusted advisors

We assist in organizing your financial affairs and handle delicate matters with compassion.

Multiple roles

We're well-qualified to serve as executor and trustee. 

Make a difference with your will

It's not the easiest topic to discuss, but an important one to address. It takes planning and expertise to make sure your family and other heirs benefit from the wealth you've built up over the years, and make certain your wishes are carried out. Paducah Bank in Kentucky offers the kind of professional, yet personal, guidance that can set your mind at ease.

As your Executor, Paducah Bank will:

  • Collect, value and safeguard all assets
  • Manage and oversee the entire administration process
  • Orchestrate legal title ownership changes
  • Prepare inventory and accountings
  • Coordinate the filing of probate documents and tax returns
  • Collect income, pay expenses and taxes, and settle claims
  • Provide access to appraisers, auctioneers and additional resources
  • Provide custody and investment management of securities and other assets
  • Distribute assets following the terms of the will and/or trust

Paducah Bank can serve as Trustee for you on:

  • Revocable Living Trusts
  • Life Insurance Trusts
  • Irrevocable Trusts
  • Testamentary Trusts
  • Special Needs Trusts
  • Charitable Trusts

Successful estate planning requires you to envision a range of scenarios to make sure you have a solid estate plan. Death taxes can take a toll when you do not take the time to prepare your estate plan. The estate estimator below will establish the fair market value of your estate. Once you know the fair market value of your estate, you can design the proper estate plan that works with your goals. With sound planning, you can pass your estate to your heirs in the most beneficial way possible. You can also download the estate estimator here.

Estate Estimator

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Liabilities

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Net estate
Assets minus liabilities
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Rely on our estate planning advisors
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Not FDIC Insured
No Bank Guarantee
May Lose Value 
Not A Deposit 
Not Insured By Any Federal Government Agency